+11.1%
RDW vs LUV
+57.3%
-46.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.8% | -11.8% | -7.6% |
| 7D | -14.3% | +6.8% | -21.1% | -16.7% |
| 30D | -26.0% | +10.9% | -36.9% | -29.2% |
| 3M | -27.4% | -4.2% | -23.1% | -26.6% |
| 6M | -10.6% | +22.1% | -32.8% | -18.0% |
| YTD | +1.6% | +13.8% | -12.2% | -3.5% |
| 1Y | +11.1% | +59.2% | -48.2% | -25.0% |
| All | +11.1% | +57.3% | -46.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling